Prio Wealth Limited Partnership’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Hold |
1,645
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $200K | Hold |
1,645
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $207K | Buy |
+1,645
| New | +$207K | 0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-1,950
| Closed | -$201K | – | 266 |
|
|
2022
Q1 | $201K | Hold |
1,950
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $206K | Buy |
+1,950
| New | +$206K | 0.01% | 265 |
|
|
2021
Q3 | – | Sell |
-1,950
| Closed | -$200K | – | 279 |
|
|
2021
Q2 | $200K | Buy |
+1,950
| New | +$200K | 0.01% | 277 |
|